Upper Left Wealth Management, LLC reported 14 positions worth $28.18M for the quarter ended Sep 30, 2026, down 9.0% on the prior quarter. It opened 1 new position, added to 1, trimmed 11 and exited 3. Its largest holding is Ishares Gold Trust at 32.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IAU Ishares Gold Trust | -46.7K | -28.2% | $3.65M | 32.93% |
| IBIT iShares Bitcoin Trust ETF | -19.6K | -12.0% | $929.14K | 24.18% |
| IAUM iShares Gold Trust Micro | -22.0K | -100.0% | $881.06K | Exited |
| GLDM World Gold Trust | -7,632 | -12.3% | $627.20K | 15.91% |
| SGOL abrdn Gold ETF Trust | -7,680 | -24.2% | $303.82K | 3.38% |
| DE Deere & Co | -467 | -100.0% | $296.23K | Exited |
| TT Trane Technologies plc | -500 | -100.0% | $245.58K | Exited |
| DJP Barclays Bank Plc | -4,297 | -51.3% | $221.38K | 0.746% |
| BTC Grayscale Bitcoin Mini Trust ETF | -5,088 | -11.7% | $188.00K | 5.01% |
| BITB Bitwise Bitcoin ETF | -1,897 | -19.3% | $86.05K | 1.28% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMZN Amazon Com Inc | +822 | $204.80K | 0.727% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU Ishares Gold Trust | Others | 118.8K | $9.28M | 32.93% | -46.7K | -28.2% | Reduced | 0.02% |
| 2 | IBIT iShares Bitcoin Trust ETF | Others | 143.9K | $6.81M | 24.18% | -19.6K | -12.0% | Reduced | 0.01% |
| 3 | GLDM World Gold Trust | Others | 54.5K | $4.48M | 15.91% | -7,632 | -12.3% | Reduced | 0.02% |
| 4 | BTC Grayscale Bitcoin Mini Trust ETF | Others | 38.2K | $1.41M | 5.01% | -5,088 | -11.7% | Reduced | 0.03% |
| 5 | GLD Spdr Gold Trust | Others | 3,516 | $1.34M | 4.75% | +244 | +7.5% | Added | 0% |
| 6 | GBTC Grayscale Bitcoin Trust ETF | Others | 18.9K | $1.22M | 4.34% | -324 | -1.7% | Reduced | 0.01% |
| 7 | SGOL abrdn Gold ETF Trust | Others | 24.1K | $951.81K | 3.38% | -7,680 | -24.2% | Reduced | 0.01% |
| 8 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 12.9K | $938.80K | 3.33% | -850 | -6.2% | Reduced | 0.01% |
| 9 | ARKB Ark 21Shares Bitcoin ETF | Others | 13.6K | $377.55K | 1.34% | -460 | -3.3% | Reduced | 0.01% |
| 10 | BITB Bitwise Bitcoin ETF | Others | 7,922 | $359.34K | 1.28% | -1,897 | -19.3% | Reduced | 0.01% |
| 11 | MU Micron Technology Inc | Technology | 300 | $319.53K | 1.13% | -17 | -5.4% | Reduced | 0% |
| 12 | AAPL Apple Inc. | Technology | 803 | $267.29K | 0.949% | 0 | 0.0% | Unchanged | 0% |
| 13 | DJP Barclays Bank Plc | Financial Services | 4,078 | $210.10K | 0.746% | -4,297 | -51.3% | Reduced | 0% |
| 14 | AMZN Amazon Com Inc | Consumer Discretionary | 822 | $204.80K | 0.727% | +822 | – | New | 0% |
Tip. Select a row to see that position’s full history at Upper Left Wealth Management.
As of its Q3 2026 13F filing, Upper Left Wealth Management, LLC’s five largest positions were Ishares Gold Trust (IAU) at 32.9%, iShares Bitcoin Trust ETF (IBIT) at 24.2%, World Gold Trust (GLDM) at 15.9%, Grayscale Bitcoin Mini Trust ETF (BTC) at 5.0%, Spdr Gold Trust (GLD) at 4.8% of the reported portfolio.
Upper Left Wealth Management, LLC reported a 13F portfolio worth $28.18M across 14 positions for Q3 2026. That is down 9.0% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($204.80K), Spdr Gold Trust ($92.92K). It opened 1 new positions.
Its largest sales by value were Ishares Gold Trust ($3.65M), iShares Bitcoin Trust ETF ($929.14K), iShares Gold Trust Micro ($881.06K). It exited 3 positions entirely.
From the Form 13F-HR reports Upper Left Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.